IRS Resources
Click on the links below to view or print Schedule K-1 instructions:
- Shareholder’s Instructions for Schedule K-1 (Form 1120S)
- Partner’s Instructions for Schedule K-1 (Form 1065)
- Schedule K-1 (Form 1041)
RSM resources for partnership tax reporting
RSM’s Xcelerate Investor Portal empowers partnerships to distribute K-1s and other financial documents in a simple digital format, regardless of organizational complexity. Investors demand access to their data anywhere and anytime; with the Xcelerate Investor Portal, they have it. The portal streamlines the K-1 process from our proprietary allocation and tiering platform, PartnerSight®, through to the secure, efficient delivery to investors.
If you are managing a large number of K-1s, RSM’s tax professionals can help you find the technology you need to automate processes and reduce time spent on manual tasks.